The Board considers protecting the privacy and security of the nonpublic, personal information it holds concerning each Participant and Designated Beneficiary a top priority. The Board has also received assurance from the Program Manager that it is a top priority for the Program Manager. Specifically, both the Board and the Program Manager adhere to the following privacy policy for the benefit of current and past Participants and Designated Beneficiaries:
Types of Information Collected
The types of nonpublic, personal information collected
by the Board, the Program Manager, and non-affiliated
third parties acting on the Program Manager’s behalf
may include:
| • | Information the Participant or Designated Beneficiary provides to the Program on the Application or otherwise, such as name, address, and Social Security number; |
| • | Information the Board, the Program Manager, and authorized third parties may acquire as a result of administering an Account, such as transactions (contributions or distributions) or account balance; and |
| • | Information from third parties that assists us in servicing your account and marketing products to you to better serve your investment goals. |
Limitation on Sharing of Information
Wisconsin State law provides that the Board and the Program Manager,
acting as its agent, must keep personal and financial information pertaining
to an Account Owner or a Designated Beneficiary private, except that the
Board may release to the appropriate State agency information necessary
in determining a Designated Beneficiary’s eligibility for State financial
aid for higher education. Neither the Board nor the Program Manager will
disclose such nonpublic, personal information to anyone except as permitted
by law.
The Board or the Program Manager may in the future use information about the Participant or Designated Beneficiary to identify and alert the Participant about savings or investment programs that may be of interest to the Participant. If the Participant does not want to receive such information, the Participant should call the Program Manager at 1-888-338-3789.
Security
The Board and the Program Manager maintain
appropriate physical, electronic, and procedural
safeguards to protect this nonpublic, personal
information about Participants and
Designated Beneficiaries.